Purchases and Sales Made in Q4 2021 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 2021. The information is specifically focused on institutions that hold shares of PIMCO Dynamic Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.68KNew |
$240K - $263K
|
9.68K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.26KNew |
$229K - $252K
|
9.26K
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
9.09KNew |
$225K - $247K
|
9.09K
$175K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
8.9KNew |
$220K - $242K
|
8.9K
$171K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.72KNew |
$216K - $237K
|
8.72K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.68KNew |
$215K - $236K
|
8.68K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.63KNew |
$214K - $235K
|
8.63K
$166K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.62KNew |
$213K - $235K
|
8.62K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.26KNew |
$205K - $225K
|
8.26K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.17KNew |
$202K - $222K
|
8.17K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.98KNew |
$198K - $217K
|
7.98K
$154K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.91KNew |
$196K - $215K
|
7.91K
$152K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.22KNew |
$179K - $196K
|
7.22K
$139K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.84K+ 242.38% |
$169K - $186K
|
9.66K
$186K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.75K+ 108.21% |
$167K - $184K
|
13K
$250K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.7KNew |
$166K - $182K
|
6.7K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
6.37K+ 7.98% |
$158K - $173K
|
86.2K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.29K+ 59.55% |
$156K - $171K
|
16.8K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.17KNew |
$153K - $168K
|
6.17K
$119K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
6.07KNew |
$150K - $165K
|
6.07K
$117K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6KNew |
$149K - $163K
|
6K
$116K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
5.85K+ 539.45% |
$145K - $159K
|
6.94K
$134K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.66K+ 121.06% |
$140K - $154K
|
10.3K
$199K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
5.14K+ 22.93% |
$127K - $140K
|
27.5K
$530K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.56K+ 35.98% |
$113K - $124K
|
17.2K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.5KNew |
$111K - $122K
|
4.5K
$86.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.41K+ 7.39% |
$109K - $120K
|
64K
$1.23M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.4K+ 7.66% |
$109K - $120K
|
61.9K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.15K+ 5.86% |
$103K - $113K
|
74.9K
$1.44M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.9K+ 48.79% |
$96.6K - $106K
|
11.9K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64K+ 10.98% |
$90.1K - $99K
|
36.8K
$708K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.58K+ 307.3% |
$88.6K - $97.4K
|
4.75K
$91.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.52KNew |
$87K - $95.7K
|
3.52K
$67.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.45K+ 32.06% |
$85.3K - $93.8K
|
14.2K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.36K+ 43.95% |
$83.3K - $91.5K
|
11K
$212K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
3.17K+ 29.5% |
$78.4K - $86.2K
|
13.9K
$268K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$73.8K - $81.1K
|
2.98K
$57.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.95K+ 66.14% |
$73K - $80.3K
|
7.41K
$143K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.8K+ 6.77% |
$69.3K - $76.2K
|
44.2K
$850K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.71K+ 31.14% |
$67.1K - $73.8K
|
11.4K
$220K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
2.59KNew |
$64.1K - $70.5K
|
2.59K
$49.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.53KNew |
$62.6K - $68.8K
|
2.53K
$48.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.33K+ 25.09% |
$57.7K - $63.4K
|
11.6K
$224K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 65.06% |
$50.3K - $55.3K
|
5.16K
$99.3K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.72K+ 171.6% |
$42.5K - $46.7K
|
2.72K
$52.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.64K+ 16.05% |
$40.5K - $44.5K
|
11.8K
$228K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.4KNew |
$34.7K - $38.1K
|
1.4K
$27K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.26K+ 6.71% |
$31.3K - $34.4K
|
20.1K
$386K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.15KNew |
$28.3K - $31.2K
|
1.15K
$22K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.1KNew |
$27.3K - $30K
|
1.1K
$21.3K
|